SEC 13F Intelligence

Vulcan Value Partners, LLC / AWM

Vulcan Value Partners, LLC’s Skyworks Solutions Inc Position

Does Vulcan Value Partners, LLC own Skyworks Solutions Inc (AWM)? Not currently — the last reported position was 311.6K shares worth $24M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$24M
Q3 2025
Shares
311.6K
% of Portfolio
+0.43%
Quarters Held
28
position exited

Position History AWM

Reported value by quarter
Q4 ’18: $644MQ4 ’18Q1 ’19: $691MQ2 ’19: $726MQ3 ’19: $729MQ4 ’19: $814MQ4 ’19Q1 ’20: $775MQ2 ’20: $931MQ3 ’20: $884MQ4 ’20: $683MQ4 ’20Q1 ’21: $715MQ2 ’21: $732MQ3 ’21: $684MQ4 ’21: $853MQ4 ’21Q1 ’22: $690MQ2 ’22: $430MQ3 ’22: $397MQ4 ’22: $359,733Q4 ’22Q1 ’23: $424,744Q2 ’23: $401,914Q3 ’23: $318,580Q4 ’23: $324,711Q4 ’23Q1 ’24: $352,504Q2 ’24: $481,552Q3 ’24: $405MQ4 ’24: $469MQ4 ’24Q1 ’25: $115MQ2 ’25: $66MQ3 ’25: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025311.6K$24M+0.43%
Q2 2025806.8K$66M+1.16%
Q1 20251.78M$115M+2.16%
Q4 20245.29M$469M+7.85%
Q3 20244.10M$405M+6.77%
Q2 20244.52M$481,552+6.83%
Q1 20243.26M$352,504+5.12%
Q4 20232.89M$324,711+4.76%
Q3 20233.23M$318,580+4.85%
Q2 20233.63M$401,914+5.05%
Q1 20233.60M$424,744+5.37%
Q4 20223.95M$359,733+4.83%
Q3 20224.65M$397M+4.64%
Q2 20224.64M$430M+4.20%
Q1 20225.18M$690M+4.23%
Q4 20215.50M$853M+4.36%
Q3 20214.15M$684M+3.68%
Q2 20213.82M$732M+3.97%
Q1 20213.89M$715M+4.22%
Q4 20204.47M$683M+4.41%
Q3 20206.08M$884M+6.87%
Q2 20207.28M$931M+7.33%
Q1 20208.67M$775M+8.03%
Q4 20196.74M$814M+6.25%
Q3 20199.20M$729M+6.17%
Q2 20199.40M$726M+6.45%
Q1 20198.38M$691M+5.96%
Q4 20189.61M$644M+5.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vulcan Value Partners, LLC’s full portfolio or all institutional holders of AWM.